- Gather, analyze, and document business requirements related to:
- Premium billing
- Receivables management
- Cash application
- Collections and disputes
- Create:
- BRDs / FRDs / User Stories
- Process flows (AS-IS / TO-BE)
- Work closely with stakeholders (Finance, Underwriting, Operations)
- Deep understanding of:
- Accounts Receivable lifecycle
- Invoice generation & reconciliation
- Payment allocation (cash apps, lockbox, EFT, etc.)
- Aging, collections workflows
- Identify automation/improvement opportunities in AR processes
- Perform:
- Data mapping and lineage analysis
- Data validation and reconciliation
- Use SQL / reporting tools to support:
- Business queries
- Root cause analysis
- Support reporting (AR aging, KPIs, DSO)
- Concepts and understanding of Digital Payment
- Work in Agile/Scrum teams:
- Participate in sprint planning, grooming, retrospectives
- Manage stakeholders across:
- Finance teams
- IT / Dev teams
- Vendors
- Act as a liaison between onshore (US/Canada) and offshore teams (common in your current setup)
- Support solution design and validation
- Define acceptance criteria (UAT support)
- Conduct:
- Functional testing
- SIT/UAT coordination
- Ensure business sign-off